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MGOTX: VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS C (MUTUAL FUND)
Basic Info 9.38 0.03(0.32%) May 08
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (36%) |
Start Date: | 07/14/2000 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 6.83% |
Expenses | 1.57% |
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Performance Analytics (As of 05/07/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/14/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | 4.1 | 960.1 | 106.7 | 66.1 | 32.9 | 27.8 | 20.5 | 17.0 | 920.7 | -21.9 | 19.7 | 20.2 | 25.1 | -15.4 | 22.9 | 6.6 | -5.1 | 9.1 | 32.4 | 14.8 | -1.8 | 24.2 | 31.5 | -44.0 | 19.8 | 10.7 | 12.0 | 21.1 | 35.9 | -16.1 | -3.6 | -10.6 |
Sharpe Ratio | NA | 0.34 | 4.28 | 0.42 | 0.33 | 0.23 | NA | NA | 0.18 | 4.21 | -0.08 | 0.1 | 0.54 | 1.76 | -0.93 | 2.52 | 0.4 | -0.33 | 0.41 | 2.51 | 0.97 | -0.06 | 1.22 | 1.14 | -1.05 | 0.95 | 0.48 | 0.71 | 1.41 | 2.16 | -0.71 | -0.27 | -0.92 |
Draw Down(%) | NA | 7.3 | 16.3 | 97.7 | 97.7 | 97.7 | NA | NA | 97.7 | 16.3 | 90.7 | 76.3 | 39.6 | 6.9 | 25.2 | 3.5 | 14.1 | 15.0 | 12.5 | 6.4 | 11.9 | 24.3 | 14.1 | 23.7 | 55.7 | 12.6 | 14.5 | 8.0 | 11.0 | 11.0 | 27.4 | 25.9 | 20.6 |
Standard Deviation(%) | NA | 13.8 | 221.1 | 246.8 | 192.1 | 136.3 | NA | NA | 90.0 | 222.1 | 308.8 | 198.3 | 36.9 | 13.5 | 18.0 | 8.9 | 15.9 | 15.8 | 22.3 | 12.9 | 15.4 | 28.4 | 19.8 | 27.5 | 42.6 | 17.7 | 15.5 | 13.9 | 14.3 | 16.3 | 24.2 | 21.8 | 27.7 |
Treynor Ratio | NA | 0.05 | 1.87 | 0.86 | 0.6 | 0.3 | NA | NA | 0.16 | 2.3 | -0.22 | -0.25 | 0.21 | 0.25 | -0.17 | 0.22 | 0.07 | -0.05 | 0.09 | 0.34 | 0.16 | -0.02 | 0.27 | 0.35 | -0.5 | 0.17 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 2.9 | 2.25 | 1.34 | 0.66 | NA | NA | 0.29 | 2.96 | 2.75 | 1.02 | -0.04 | -0.02 | -0.04 | 0.0 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.9 | 5.05 | 1.2 | 1.06 | 1.04 | NA | NA | 0.98 | 4.07 | 1.05 | -0.79 | 0.96 | 0.95 | 0.97 | 1.01 | 0.98 | 0.98 | 1.03 | 0.95 | 0.94 | 0.99 | 0.89 | 0.91 | 0.9 | 1.0 | 1.02 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.9 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.85 | 0.95 | 0.96 | 0.88 | 0.96 | 0.96 | 0.4 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.97 | 0.94 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 6.8 | 39.8 | 24.3 | 13.3 | 20.1 | 16.0 | N/A | 6.9 | 102.9 | 92.2 | 45.5 | 75.1 | 36.8 | 24.7 | 14.7 | 10.6 | 12.9 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.8 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -59.3 | -73.8 | -39.0 | 3806.5 | N/A | N/A | N/A | -59.4 | -65.6 | 35.1 | -69.4 | -3.2 | 46.7 | 57.9 | 15.7 | -19.7 | 511.4 | N/A | N/A | N/A | N/A | -100.0 | -93.2 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2000
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